Neeraj Dewan views the 5-10% correction in solar and module manufacturing stocks as a medium-to-short term buying opportunity. He suggests the market reaction to new US duties was excessive, noting that a major player (Waaree) clarified limited impact due to low US export contribution and specific cell sourcing.

Neeraj Dewan’s track record: 6 graded calls · 95% CI 10–70%

Nifty 50BullishCalled 26 Feb 2026Graded 19 Jul 2026
Verdict:MISS

Nifty 50 decreased from ₹25178.65 to ₹22331.40, a significant drop of 11.31%, contradicting the bullish view.

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